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CIRAX vs CVLCX
CIRAX vs CVLCX Comparison
Open Charts CIRAX vs CVLCX
American Funds Capital Income Bldr 529A
Price$72.24
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets109.1B
Calamos Global Opportunities C
Price$9.82
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets259.62M
CIRAX vs CVLCX Comparison Chart
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CIRAX vs. CVLCX commentary
May 02, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIRAX is a Buy and CVLCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 109B vs. CVLCX (260M). CIRAX pays higher dividends than CVLCX: CIRAX (3.13) vs CVLCX (0.29). CIRAX was incepted earlier than CVLCX: CIRAX (23 years) vs CVLCX (29 years). CVLCX (2.20) is less costly to investors than CIRAX (0.62). CVLCX is a more actively managed with annual turnover of: 87.00 vs. CIRAX (56.00). CIRAX has a lower initial minimum investment than CVLCX: CIRAX (250) vs CVLCX (2500). CIRAX annual gain was more profitable for investors over the last year : 12.62 vs. CVLCX (-0.34). CIRAX return over 5 years is better than : 55.26 vs. CVLCX (41.41).
| CIRAX | CVLCX | CIRAX / CVLCX | |
| Total Expense Ratio | 0.62 | 1.97 | 31% |
| Annual Report Gross Expense Ratio | 0.62 | 2.20 | 28% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 5.452 | -1.702 | -320% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 260M | 41,923% |
| Annual Yield % from dividends | 3.13 | 0.29 | 1,096% |
| Returns for 1 year | 12.62 | -0.34 | -3,741% |
| Returns for 3 years | 21.67 | 14.91 | 145% |
| Returns for 5 years | 55.26 | 41.41 | 133% |
| Returns for 10 years | 65.50 | 21.56 | 304% |
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